NTBCX Mutual Fund

NTBCX Mutual Fund

NAV$9.50
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Returns Overview

1 Month
+0.52%
3 Months
+0.31%
6 Months
+1.22%
YTD
+1.54%
1 Year
+3.45%
3 Years (annualized)
+4.30%
5 Years (annualized)
+1.77%
10 Years (annualized)
+3.26%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would NTBCX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Barclays Capital US Corporate High Yield Index(^BCUSCHYB)
This Mutual Fund (YTD)
+1.54%
Peer Avg (YTD)
+2.15%
vs Peers
-0.61%

NTBCX Mutual Fund Performance

NTBCX performance across multiple time periods: 1-month 0.52%, YTD 1.54%, 1-year 3.45%, 3-year 4.30%, 5-year 1.77%, 10-year 3.26%.

NTBCX returns trail the peer average of 2.15% YTD. With an expense ratio of 2.03%, investors should weigh costs against performance when evaluating this mutual fund.

NTBCX vs another fund shows side-by-side returns. NTBCX alternatives are available in the Mutual Fund Screener.